Purchases and Sales Made in Q2 2025 in Cushing Mlp & Infrastructure Total Return Fund (SRV)
This table provides information about the institutional ownership of Cushing Mlp & Infrastructure Total Return Fund (SRV) during Q2 2025. The information is specifically focused on institutions that hold shares of CUSHING MLP & INFRASTRUCTURE TOTAL RETURN FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
35.9KNew |
$1.29M - $1.58M
|
35.9K
$1.56M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
23.1K+ 963.67% |
$829K - $1.02M
|
25.5K
$1.11M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.4K+ 45.77% |
$374K - $458K
|
33.2K
$1.44M
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
7.14KNew |
$256K - $314K
|
7.14K
$309K
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
6.7KNew |
$240K - $295K
|
6.7K
$290K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.6K+ 10.62% |
$237K - $290K
|
68.8K
$2.98M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.67K+ 20.05% |
$203K - $249K
|
34K
$1.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.8K+ 34.86% |
$64.5K - $79.2K
|
6.96K
$302K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1KNew |
$35.9K - $44K
|
1K
$43.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
942New |
$33.8K - $41.4K
|
942
$40.8K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
216New |
$7.75K - $9.5K
|
216
$9.36K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
87New |
$3.12K - $3.83K
|
87
$3.77K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
20New |
$717 - $880
|
20
$867
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20+ 0.1% |
$717 - $880
|
19.2K
$832K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8New |
$287 - $352
|
8
$347
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-14- 2.31% |
$502 - $616
|
593
$25.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-40- 0.33% |
$1.43K - $1.76K
|
12K
$522K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-40- 0.33% |
$1.43K - $1.76K
|
12K
$522K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-572- 8.83% |
$20.5K - $25.2K
|
5.91K
$256K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.22K- 17.9% |
$43.8K - $53.7K
|
5.61K
$243K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.53K- 26.58% |
$90.8K - $111K
|
6.99K
$303K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.93K- 11.4% |
$105K - $129K
|
22.8K
$986K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10.2K- 16.24% |
$367K - $451K
|
52.8K
$2.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-28.7K- 37.33% |
$1.03M - $1.26M
|
48.3K
$2.09M
|
|